| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 18.7B -0.2% | 18.7B +3.7% | 18.0B -3.7% | 18.7B +6.5% | 17.6B |
| Cost of Revenue | 12.7B +0.9% | 12.6B -0.0% | 12.6B +0.3% | 12.5B +4.7% | 12.0B |
| Gross Profit | 6.0B -2.4% | 6.1B +12.4% | 5.5B -11.9% | 6.2B +10.4% | 5.6B |
| Operating Expenses | 3.1B +5.5% | 3.0B -0.2% | 3.0B -10.8% | 3.3B -6.7% | 3.6B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 3.1B +5.5% | 3.0B -0.2% | 3.0B -1.7% | 3.0B +2.4% | 2.9B |
| Operating Income | 2.9B -9.8% | 3.2B +27.3% | 2.5B -13.2% | 2.9B +40.2% | 2.0B |
| EBITDA | 3.5B -7.8% | 3.8B +22.1% | 3.1B -18.2% | 3.8B +9.9% | 3.4B |
| Net Income | 2.0B -14.8% | 2.4B +28.4% | 1.9B -17.1% | 2.2B +54.6% | 1.4B |
| EPS (Basic) | $3.31 -13.4% | $3.82 +29.1% | $2.96 -17.1% | $3.57 +57.3% | $2.27 |
| EPS (Diluted) | $3.29 -13.4% | $3.80 +29.7% | $2.93 -17.2% | $3.54 +58.0% | $2.24 |
| Shares (Diluted) | 605.7M -1.6% | 615.6M -1.1% | 622.6M -0.5% | 626.0M -0.7% | 630.4M |